FPA of Wisconsin CE Event

FREE CE DAY was held for the first time in 2015.  The event brings you a full day of continuing education presentations at NO cost to members thanks to our 2016 Partner companies.  The event is being held at The Legend at Brandybrook Golf Club in Wales, WI.  

We have now opened the event to non-members for a very reasonable fee of $100.

This is a no frills event including a continental breakfast, lunch, and an entire day of one hour CE presentations, all brought to you by FPA-WI Partners.  Six CFP CE and six WI Insurance CE have been approved.

Schedule for the day:
8:00 am - Sign In and Continental Breakfast
8:30 am - Welcome and Announcements
8:45 am - Expect More From Your Investments, Shane Davis, American Funds
9:35 am - Break
9:50 am - Having the Other Talk: Helping Your Clients Teach the Younger Generation about Saving, Investing and Credit, Steve Benjamin, CEBS, CRPC, Sit Mutual Funds
10:40 am - Break
10:55 am - Planning for Special Needs Family Members, Victor Schultz, JD, Prairie Financial Group
11:45 am - Lunch and Partner Comments
1:00 pm - Reverse Mortgages, Harlan Accola, Fairway Independent Mortgage Corporation
1:50 pm - Break
2:05 pm - The Financial Cost of Dementia, Annalee Kruger, Care Right, Inc.
2:55 pm - Break
3:10 pm - ETF Fundamentals - Share Creation/Redemption, Buying/Selling and Tax Efficiency, Bill Boscow, CLU, ChFC, Pacer Financial
4:00 pm - Adjourn

For more info, contact us at [email protected] or 608.246.9001.